S&P 500 Ex-Energy Stock

Index

Market Closed - USA 05:18:54 2024-05-23 pm EDT			5-day change	1st Jan Change
5,545 ^PTS	-0.73%		+0.06%	+11.34%

Current month	+4.94%
1 month	+4.30%

Duration

Period

Style

Name	5d. change	AuM	Geo-Target	Theme	Asset Class
JPMORGAN EQUITY PREMIUM INCOME ETF - USD	-0.58%	30,811 M€	United States	-	Equities
DIMENSIONAL U.S. CORE EQUITY 2 ETF - USD	-1.34%	24,698 M€	United States	-	Equities
JPMORGAN ULTRA-SHORT INCOME ETF - DISTRIBUTING - USD	+0.10%	21,500 M€	United States	-	Fixed Income
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - USD	+0.22%	11,696 M€	United States	-	Equities
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - USD	+0.15%	11,106 M€	No restriction	-	Fixed Income
AVANTIS U.S. SMALL CAP VALUE ETF - USD	-2.75%	9,981 M€	United States	-	Equities
DIMENSIONAL US MARKETWIDE VALUE ETF - USD	-1.93%	9,557 M€	United States	-	Equities
DIMENSIONAL US TARGETED VALUE ETF - USD	-3.03%	8,865 M€	United States	-	Equities
FIDELITY TOTAL BOND ETF - USD	-0.80%	8,231 M€	United States	-	Fixed Income
DIMENSIONAL US EQUITY ETF - USD	-0.87%	8,171 M€	United States	-	Equities